Fusion Testing
Test Cases
Pass/Fail Images
Sign In
TC-30027 : Manually Creating a $0 Purchase Order
View related Pass/Fail Images
Process Area : Procurement - PO, BPO, Req
Steps To Execute
Interface: Classic Role(s): Kimray - Buyer; Kimray - Purchasing Manager; Kimray - Outsourced Manufacturing Scheduler; 1. Navigate to Transactions > Purchases > Enter Purchase Orders. 2. Validate and/or select the Fusion Kimray - Purchase Order form in the ?Custom Form? field. 3. Select a Vendor in the 'Vendor' field. 4. Validate or Add the Vendor # in the ?Kimray Account # For Vendor? 5. Validate that the ?Date? is correct. 6. Select the correct ?PO Type?. - CapEx - MRO - Outsourced Manufacturing - Standard - Outsourced Manufacturing - Sample - Sample - Standard - Tooling - VMI 7. Check the Exclude from Supply Planning to remove the Purchase Order from supply planning consideration. 8. Validate the ?Subsidiary? is Kimray, Inc. 9. Select a Location in the 'Location' field. 10. Validate that the 'Buyer', 'Buyer Email', and 'Buyer Phone #' default correctly. - If the Buyer information is incorrect, update the Employee record. 11. Navigate to the 'Items' tab > Items subtab. 12. Enter and select the 'Item' desired to be purchased. 13. Enter the quantity you would like to purchase in the 'Quantity' field. 14. Validate the item 'Description'. 15. Update the Rate and Amount to be $0 or each item. 16. Validate or Add the Location. 17. Validate the ?Ship-To Address? automatically populates correctly if applicable. If not automatically populated, the user enters the Ship-To Address. - Manually enter if needed. 18. Enter data accordingly for the requested custom fields: - PO Line Comments - Manufacturer Part Number (OEM) - Drawing # - Revision # - Expected Receipt Date - Tracking Information - PO Change Reason - Deviation Information 19. Click the ?Add? button. 20. To add additional items re-follow steps 14 to 21. 21. Navigate to the Billing subtab. 22. Validate the ?Vendor Select? is defaulting correctly -or- select the desired 'Vendor Select'. 23. Validate the 'Vendor' field is populating correctly. - If the Vendor Address is incorrect, click the 'Edit' button in the 'Vendor Select' field. 24. Validate and/or select the 'Terms'. - Terms will default from the Vendor record. 25. Navigate to the 'Relationships' subtab. 26. Enter a Contact(s) information: 'Contact Name', 'Job Title', 'Email', 'Main Phone', and 'Role'. 27. Navigate to the Communication subtab. 28. Validate that the ?To-Be Emailed? is un- checkbox and the email address(s) are correct. - The email will be sent to the vendor on Approval. - To add a File, click the + icon in the Attach File column. - The File window will appear. - Click the + next to the Folder field. - The Document Folder window will appear. - Type the name of the folder in the 'Folder Name' field - Click 'Save'. - Click the 'Choose File' button. - Navigate your Files, select the file, and click Open. - Click 'Save'. 29. Navigate to the Comments tab. 30. Validate the ?Standard Comment? defaulted correctly and update if desired. 31. Validate that the ?PO Type Comment? defaults correctly and updated if desired. 32. Click ?Save?. 33. Validate that the header Ship-To Address populated correctly. 34. Prior to clicking the 'Submit for Approval' button, make sure the item(s) actual Cost/Rate is entered.
Expected Results
1. User successfully navigates to the Purchase Order. 2. User selects the Fusion Kimray - Purchase Order form. 3. The Vendor is selected. 4. The Vendor # either defaults correctly or is correctly entered. 5. The Date defaults correctly or is entered correctly. 6. The correct PO Type is selected. 7. The Exclude from Supply Planning checkbox is checked if applicable. 8. The Subsidiary is validated. 9. The correct Location is selected. 10. The Buyer, Buyer Email, and Buyer Phone # is correct. 11. User navigates to the Items subtab. 12. The correct Item is entered/selected. 13. The Quantity is entered. 14. User validates and updates the item Description 15. Validate that the Rate and Amount are $0. 16. The Location is added or validated. 17. The Ship-To Address populates correctly or is manually entered. 18. The data for the custom fields is entered if applicable. 19. The Add button is clicked. 20. Steps 14 though 21 are done again for additional items. 21. The user navigates to the Billing subtab. 22. The Vendor Select is defaulting correctly or selected. 23. The Vendor address populates correctly. 24. The Term are selected and/or validated. 25. The user navigates to the Relationships subtab. 26. Contact(s) information is successfully entered. 27. The user navigates to the Communications subtab. 28. The To-Be Emailed checkbox is checked and the email address is correct. 29. The user navigates to the Comments tab. 30. he Standard Comment is validated and/or updated. 31. The PO Type Comment defaults correctly and is update accordingly if 32. The Purchase Order is saved. 33. Ship-To Address is validated. 34. Actual item costs/rates are entered prior to approval.